What are the responsibilities and job description for the Wealth Management Associate position at Clovity?
Wealth Management Associate
Columbus, OH
12 months contract
Pay rate: $22/hr W2
Duties may include:
Engage internal clients via both inbound and outbound phone calls
Act as initial and ongoing support during account opening and lifecycle of account
Providing world-class service to internal clients
Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
Address issues promptly and effectively
Ability to maintain success in an evolving environment
The successful candidate will have 1-2 years experience in the financial services or customer service. Prefer a 4 year college degree and an interest in career development.
Job Type: Contract
Pay: $22.00 per hour
Expected hours: 40 per week
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Wealth management: 2 years (Preferred)
License/Certification:
- FINRA License (Preferred)
Ability to Commute:
- Columbus, OH 43219 (Required)
Work Location: In person
Salary : $22
